Archives October 2013

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Much digital ink has been spilled over the topic of data roaming fees.  As I have said previously, Fixing Mobile Telecom with Consolidation and Pricing, an operator's over-reliance on roaming "got-cha" fees is a symptom of deeper market problems.  The current EU Commission proposal to elminate roaming fees is met with great vitriol from ...

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We are starting to hear a lot of references to “5G”.

I suppose it is inevitable. Marketing is a tactical battleground where there are first mover advantages and no particular vendor wants to be seen to be trailing the field. So far I have seen blogs, video sound bites, and trade journal write-ups from Alcatel-Lucent ...

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Cable Thai Hlding (CTH) group bid 10 billion baht (US$321 million) for rights in the sporting seasons 2013-2014 through 2015-2016. These cable operators then have seen strong enrollments in a growing market. The CTH subscriber base is approximately 3.1 million at present. It had 2.5 million subscribers in 2012, and is ...

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There is a premise that the more subscribers an operator has, the greater economy of scale it can achieve. And yes, this is broadly correct. For example, from ABI Research’s Mobile Carrier Strategies Research Service, we have established that China Mobile is the carrier with the highest overall gross profit for 1Q 2013 (US ...

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Since January 2010, the head of BTRC started planning for 3G licensing and stated the operating licenses would be issued in August 2010, which attracted a number of international telecommunication companies’ interests at that time. However, August 2010 came without the regulator committing to an auction. Despite this, the state-run Teletalk proposed launching 3G services ...

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It is clear that the Internet of Things is starting to make quite a splash in the enterprise space. That’s where better platforms for deploying and managing M2M systems (from likes of Axeda, Sierra Wireless, and ThingWorx), together with involvement from relevant software houses (take e.g. IBM, Salesforce, and Splunk), are paving the way ...

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Commercial fleet telematics continues to be a hot vertical market in the M2M arena with a lot of M&A activities during the past two to three years. However, the pace of consolidation has quickened in 2013 with private equity playing an increasingly pivotal role in consolidating the sector.

In August, Vector Capital recently sold ...

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Microsoft announced it has partnered with AT&T and Vodafone to launch LTE service for the company's Surface 2 tablet.  To date, the Surface tablets (one Intel-powered and running Windows 8; the other NVIDIA-powered and running Windows RT) have only had Bluetooth and Wi-Fi connectivity.  The additional of LTE service is expected ...

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NextNav announced today that Broadcom has licensed its Metropolitan Beacon System (“MBS”) technology. This agreement enables Broadcom to integrate NextNav’s advanced location technology into its mass-market global navigation satellite system (GNSS), connectivity and mobility platforms.

NextNav is focused on delivering high accuracy ubiquitous location in the United States and, to this end, financing and developing ...

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